Ellen Charls signed MWLA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MWLA, Inc.'s EIN is 95-2668485.
Download the official 2024 Form 5500 (PDF) for MWLA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MWLA, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Traditional Non-Benefit Responsive | Other securities | — | — | $2.0M | 17.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | Mutual Funds | — | — | $998K | 8.6% | |
| Nuveen Lifecycle Ix 2030 Fund | Mutual Funds | — | — | $877K | 7.5% | |
| Nuveen Lifecycle Ix 2045 Fund | Mutual Funds | — | — | $712K | 6.1% | |
| Nuveen Lifecycle Ix 2050 Fund | Mutual Funds | — | — | $652K | 5.6% | |
| CREF:* Stock Fund | Mutual Funds | — | — | $607K | 5.2% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | Mutual Funds | — | — | $494K | 4.2% | |
| Nuveen Lifecycle Ix 2035 Fund | Mutual Funds | — | — | $479K | 4.1% | |
| TIAA:* Traditional Annuities Traditional Benefit Responsive | Mutual Funds | — | — | $331K | 2.8% | |
| Vanguard: 500 Index Fund | Common Collective Trusts | — | — | $323K | 2.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $312K | 2.7% | |
| Global Equities Fund | Other securities | — | — | $257K | 2.2% | |
| Nuveen Lifecycle Ix 2055 Fund | Mutual Funds | — | — | $254K | 2.2% | |
| PGIM: Jennison Growth Fund | Other securities | — | — | $252K | 2.2% | |
| Hartford Dividend Growth Fund | Other securities | — | — | $245K | 2.1% | |
| Equity Index Fund | Common Collective Trusts | — | — | $218K | 1.9% | |
| College Retirement Equities Fund variable annuities TIAA Stable Value | Stable Value | — | — | $201K | 1.7% | |
| Social Choice Fund | Other securities | — | — | $186K | 1.6% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | Mutual Funds | — | — | $172K | 1.5% | |
| College Retirement Equities Fund variable annuities PGIM Total Return Bond Z | Other securities | — | — | $158K | 1.4% | |
| Sycamore Established Value Fund | Other securities | — | — | $153K | 1.3% | |
| College Retirement Equities Fund variable annuities Victory Sycamore Estab Val R6 | Other securities | — | — | $153K | 1.3% | |
| Variable Annuities Access Nuv LifCyc 2010 | Other securities | — | — | $107K | 0.9% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $103K | 0.9% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $102K | 0.9% | |
| Inflation Protected Securities Fund 246 Victory: Sophus Emerging Markets Fund | Other securities | — | — | $100K | 0.9% | |
| Access Nuv International Equity Fund | Other securities | — | — | $90K | 0.8% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $84K | 0.7% | |
| through year 2029 | Other securities | — | — | $84K | 0.7% | |
| Core Bond Fund | Other securities | — | — | $80K | 0.7% | |
| Access Nuv LifCyc 2045 | Other securities | — | — | $79K | 0.7% | |
| Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $76K | 0.7% | |
| College Retirement Equities Fund variable annuities Victory Sycamore Sm-Co Opp R6 | Common Stocks | — | — | $76K | 0.7% | |
| College Retirement Equities Fund variable annuities PIMCO Intl Bd USDolHed Inst | Mutual Funds | — | — | $68K | 0.6% | |
| PIMCO: International Bond US Dollar-Hedged Fund | Mutual Funds | — | — | $68K | 0.6% | |
| College Retirement Equities Fund variable annuities BlackRock Mid Cap Growth Eq K | Other securities | — | — | $67K | 0.6% | |
| Nuveen Lifecycle Ix 2020 Fund | Mutual Funds | — | — | $67K | 0.6% | |
| Access Nuv LifCyc 2035 756 Access Nuv LifCyc 2040 | Other securities | — | — | $66K | 0.6% | |
| College Retirement Equities Fund variable annuities PIMCO Income Fd Institutional | Mutual Funds | — | — | $56K | 0.5% | |
| Nuveen Lifecycle Ix 2060 Fund | Mutual Funds | — | — | $52K | 0.4% | |
| Access Nuv Equity Index Fund | Common Collective Trusts | — | — | $47K | 0.4% | |
| FTSE World Index Fund | Common Collective Trusts | — | — | $46K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $45K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | Mutual Funds | — | — | $45K | 0.4% | |
| Inflation-Linked Bond Fund | Other securities | — | — | $39K | 0.3% | |
| Nuveen Lifecycle Ix 2025 Fund | Mutual Funds | — | — | $39K | 0.3% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $39K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $38K | 0.3% | |
| Access Nuv LifCyc 2030 | Other securities | — | — | $33K | 0.3% | |
| College Retirement Equities Fund variable annuities Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $25K | 0.2% |
